Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,709 | $100,970+30.4% | $96,576+36.4% | $137,256-4.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.56% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,514 | $3,809-7.7% | $3,553-1.1% | $4,156-15.4% |
| Participant deferral / active EE | $8,997 | $8,286+8.6% | $7,956+13.1% | $6,407+40.4% |
| Admin fee / account holder | $4,986 | $11,312-55.9% | $11,381-56.2% | $12,270-59.4% |